Document Library
| Document Name | Date Added |
|---|---|
| Economic Update for the 2020 Pandemic and Election Landscape - D. Griffith - 10/22/20 | 2020-10-26 |
| How to Avoid and What to Do if Audited by the IRS | 2023-02-20 |
| "Discounts, Discounts, Discounts!" Speaker: Lance Hall, ASA, FMV Opinions, Dallas, Texas | 2016-01-08 |
| 9-24-20: BUSINESS LIQUIDATIONS HAPPEN. Jude Avelino, Avelino Law - Alan Ponce, Aon | 2020-10-05 |
| 10-27-2022 - CRYPTOCURRENCY - Mohamed Adel, SVSU | 2023-01-17 |
| Attachment #2 to "Discounts, Discounts, Discounts!" | 2016-01-08 |
| 1-23-20 - MEDICARE BASICS - Jae W. Oh, MBA, CFP, CLU, ChFC | 2020-02-10 |
| Junior Membership Application Form (2022-23) | 2022-09-07 |
| Long Term Care Planning. Speaker: Ashlee Gould, Nationwide | 2015-04-24 |
| 2019-20 Membership Directory | 2019-10-22 |
| 2-24-2022 - Business Valuation for Succession Planning - John Haag, Sr., CPA | 2022-02-28 |
| Affordable Care Act--Understanding Employer Responsibility Rules. Speaker: Norbert Kugele, Warner No | 2015-04-24 |
| 1/24/19 - Financial Exploitation of Vulnerable Adults: J. Dee Brooks, Charles Schwedler, Paul McDona | 2019-09-05 |
| 9-23-21 Taxes, Charitable Giving and the New Normal - David Bennett | 2021-09-27 |
| Social Media in the Marketing Mix. Speaker: Kristina Marsh, Marketing Flexibility | 2015-04-24 |
| 2/22/18 - Advance Care Planning in the Real World - Speakers: Ashley Hunt; Dr. Sean Kesterson | 2019-09-05 |
| 5-27-21 What's Right With You? Plenty! - Bridgette Gransden 5-27-21 | 2021-06-11 |
| 1/25/18 - Best Practices for Retirement Income Planning | 2019-09-05 |
|
4-22-21 - Working Well with Widows - Kathleen Rehl, Ph.D., CFP, CeFT, Emeritus
Working Well with Widows.pptx (9674K)
|
2021-04-23 |
| Understanding Social Security to Better Assist Your Clients: Speaker: Dale Truemner, Social Securit | 2016-04-30 |
|
1-28-21 - Workplace Wellness During Challenging Times: Sara Woolwine
Corporate Wellness.pdf (2615K)
|
2021-03-03 |
| Elder Care: Current Marketplace, Trends & Future Demogoraphics | 2016-02-04 |
| Economic Update for the 2020 Pandemic and Election Landscape - J. Augustine - 10/22/20 | 2020-10-26 |
| 1-26-2023 - PREVENTING FINANCIAL EXPLOITATION OF VULNERABLE ADULTS - Panel Discussion | 2023-01-25 |
| Attachment #1 to Discounts, Discounts, Discounts!" | 2016-01-08 |
| Junior Membership Application Form | 2021-02-04 |
| NMEPC Membership Directory 2022-23 | 2022-09-21 |
| "Estate Planning in the Era of Portability & High Exclusion Amounts." Speaker: Douglas Mielock | 2016-01-08 |
| 10-24-19 - IMPACT INVESTING - Gregory Soule, CPA, CISA, CISSP, CFE - Andrews Hooper Pavlik | 2019-11-20 |
| Membership Application Form (2022-23) | 2022-08-04 |
| Alternative Estate Planning Strategies Utilizing Life Insurance. Speaker: Jim Aubry, John Hancock Br | 2015-04-24 |
|
Impact Investing - Heidi Reijm, Ph.D.
9-26-19 Impact Investing.pptx (2917K)
|
2019-10-03 |
| 1-27-22 Behavorial Finance: Rational & Efficient or Irrational & Inefficient - Kit Mac Nee | 2022-02-02 |
| Membership Application Form | 2021-02-04 |
| 2/28/19 - Acting as a Trustee: Boone or Burden? Speaker: Attorney Joseph P. Buttiglieri | 2019-09-05 |
| 5-27-21 Character Strengths Poster - Bridgette Gransden | 2021-06-11 |
|
ESTATE TAX OVERVIEW -- Emphasis on Generation Skipping Transfers. Speaker: Michael Behan, Attorney
Generation Skipping Tax.pdf (621K)
|
2015-04-24 |
| 4/25/19 - Understanding Social Security - Speaker: Kit Mac Nee, CFP, CRPC, AEP | 2019-09-05 |
| NMEPC 2020-21 Membership Directory | 2021-04-24 |
| "Leveraging Wealth Transfer: From Simple to Sublime" Speaker: Joseph Falanga, CPA, AEP, TEP - New Y | 2017-10-02 |
| 2-25-21 - Post-Death Estate Planning - Richard Mills | 2021-03-03 |
| "Passing Ships......" Speaker: Shaheen I. Imami -- 2/25/216 | 2016-02-29 |
